Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Southern Co as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,728
- +36 vs. Q1 2023
- Shares held
- 694.0M
- −6.96M (−1.0%) vs. Q1 2023
- Total value
- $48.8B
- −$36.4M (−0.1%) vs. Q1 2023
- New holders
- 117
- 689 more added
- Sold out
- 81
- 634 more reduced
14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 2,455 | $172.5K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,453 | $172.3K | 0.05% | −57−2.3% | Reduced |
| Toth Financial Advisory Corp | 2,447 | $171.9K | 0.02% | +250+11.4% | Added |
| Northwest Bank & Trust Co | 2,406 | $169.0K | 0.16% | +2,406 | New |
| Essex Investment Management Co LLC | 2,400 | $168.6K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 2,381 | $167.3K | 0.11% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,379 | $167.1K | 0.07% | 00.0% | Unchanged |
| First Personal Financial Services | 2,363 | $166.0K | 0.04% | +1,843+354.4% | Added |
| CVA Family Office, LLC | 2,343 | $164.6K | 0.03% | +159+7.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,319 | $162.9K | 0.07% | +5+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 2,283 | $160.0K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 2,255 | $158.4K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,247 | $157.9K | 0.05% | −79−3.4% | Reduced |
| First Manhattan Co | 2,244 | $157.7K | 0.00% | −734−24.6% | Reduced |
| Cubist Systematic Strategies, LLC | 2,226 | $156.4K | 0.00% | +2,226 | New |
| Avion Wealth | 2,242 | $156.0K | 0.04% | +60+2.7% | Added |
| PrairieView Partners, LLC | 2,226 | $156.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,216 | $155.7K | 0.02% | +10.0% | Added |
| Deseret Mutual Benefit Administrators | 2,207 | $155.0K | 0.06% | −92−4.0% | Reduced |
| Carolinas Wealth Consulting LLC | 49,189 | $152.1K | 0.03% | −71−0.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 2,155 | $151.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 2,080 | $148.3K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,107 | $148.1K | 0.25% | 00.0% | Unchanged |
| Colonial Trust Co | 2,066 | $145.1K | 0.03% | −416−16.8% | Reduced |
| Farther Finance Advisors, LLC | 2,038 | $143.2K | 0.03% | +270+15.3% | Added |
| Dividend Assets Capital, LLC | 2,041 | $143.0K | 0.03% | −344−14.4% | Reduced |
| TFC Financial Management | 2,013 | $141.4K | 0.03% | +261+14.9% | Added |
| Acropolis Investment Management, LLC | 2,000 | $140.5K | 0.01% | −1,417−41.5% | Reduced |
| Truvestments Capital LLC | 2,000 | $140.5K | 0.07% | +12+0.6% | Added |
| Quintet Private Bank (Europe) S.A. | 1,983 | $139.9K | 0.01% | −19−0.9% | Reduced |
| BerganKDV Wealth Management, LLC | 1,984 | $139.4K | 0.01% | −10−0.5% | Reduced |
| V-Square Quantitative Management LLC | 1,979 | $139.0K | 0.10% | +1,979 | New |
| PCA Investment Advisory Services Inc. | 1,978 | $139.0K | 0.08% | +1,978 | New |
| Carmel Capital Partners, LLC | 1,969 | $138.3K | 0.07% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,960 | $138.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 1,916 | $134.6K | 0.06% | +18+0.9% | Added |
| Achmea Investment Management B.V. | 1,890 | $133.0K | 0.00% | +952+101.5% | Added |
| Community Bank, N.A. | 1,879 | $132.0K | 0.02% | −504−21.1% | Reduced |
| Riverview Trust Co | 1,867 | $131.2K | 0.12% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,862 | $130.8K | 0.04% | −425−18.6% | Reduced |
| Spirit of America Management Corp | 1,850 | $130.0K | 0.03% | +150+8.8% | Added |
| WFA Asset Management Corp | 1,832 | $128.7K | 0.08% | +13+0.7% | Added |
| Horizon Bancorp Inc | 1,800 | $126.0K | 0.08% | +1,800 | New |
| Silvant Capital Management LLC | 1,727 | $121.3K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,722 | $121.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,663 | $116.8K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,660 | $116.6K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,657 | $116.4K | 0.02% | +15+0.9% | Added |
| Compass Wealth Management LLC | 1,620 | $113.8K | 0.03% | +870+116.0% | Added |
| Coppell Advisory Solutions LLC | 1,641 | $113.5K | 0.03% | −2,291−58.3% | Reduced |
| Column Capital Advisors, LLC | 1,605 | $112.8K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,613 | $112.2K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 1,578 | $110.9K | 0.00% | −1,357−46.2% | Reduced |
| MV Capital Management, Inc. | 1,573 | $110.5K | 0.01% | +13+0.8% | Added |
| Providence Capital Advisors, LLC | 1,555 | $109.2K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,548 | $108.8K | 0.01% | +1+0.1% | Added |
| MCF Advisors LLC | 1,541 | $108.3K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,501 | $105.4K | 0.05% | −3−0.2% | Reduced |
| Acima Private Wealth, LLC | 1,500 | $105.4K | 0.05% | −79−5.0% | Reduced |
| JFS Wealth Advisors, LLC | 1,494 | $105.0K | 0.01% | −40−2.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,450 | $101.9K | 0.06% | 00.0% | Unchanged |
| Options Solutions, LLC | 1,434 | $100.7K | 0.10% | +1,434 | New |
| Proffitt & Goodson Inc | 1,429 | $100.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,425 | $100.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,424 | $100.0K | 0.04% | −726−33.8% | Reduced |
| Alaska Permanent Fund Corp | 1,408 | $98.9K | 0.00% | +1,408 | New |
| Beacon Capital Management, LLC | 1,402 | $98.5K | 0.03% | +41+3.0% | Added |
| M&R Capital Management Inc | 1,350 | $94.8K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 1,330 | $93.4K | 0.03% | −63−4.5% | Reduced |
| Ruedi Wealth Management, Inc. | 1,329 | $93.4K | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,299 | $91.2K | 0.02% | +4+0.3% | Added |
| Bellevue Asset Management, LLC | 1,294 | $90.9K | 0.06% | +3+0.2% | Added |
| Clearview Wealth Advisors LLC | 1,273 | $89.4K | 0.09% | −109−7.9% | Reduced |
| Bogart Wealth, LLC | 1,264 | $88.8K | 0.01% | −105−7.7% | Reduced |
| WFA of San Diego, LLC | 1,250 | $87.8K | 0.09% | −7,710−86.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,200 | $84.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,164 | $82.0K | 0.01% | +209+21.9% | Added |
| Focused Wealth Management, Inc | 1,150 | $80.8K | 0.01% | +375+48.4% | Added |
| Addison Advisors LLC | 1,142 | $80.2K | 0.04% | −95−7.7% | Reduced |
| Operose Advisors LLC | 1,139 | $80.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,114 | $78.3K | 0.04% | +460+70.3% | Added |
| Avalon Trust Co | 1,100 | $77.3K | 0.01% | −620−36.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,100 | $77.3K | 0.01% | −33−2.9% | Reduced |
| Stone House Investment Management, LLC | 1,097 | $77.1K | 0.03% | 00.0% | Unchanged |
| Trust Co | 1,093 | $76.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,075 | $75.5K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,045 | $73.4K | 0.04% | +385+58.3% | Added |
| Slocum, Gordon & Co LLP | 1,034 | $72.6K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,031 | $72.0K | 0.05% | −127−11.0% | Reduced |
| Barrett & Company, Inc. | 1,016 | $71.4K | 0.04% | +800+370.4% | Added |
| Richard W. Paul & Associates, LLC | 1,013 | $71.2K | 0.03% | −41−3.9% | Reduced |
| New England Asset Management Inc | 1,000 | $70.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 969 | $68.1K | 0.03% | +969 | New |
| Fiduciary Alliance LLC | 964 | $67.7K | 0.01% | +964 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 960 | $67.5K | 0.00% | +80+9.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 957 | $67.2K | 0.01% | +503+110.8% | Added |
| Northwest Investment Counselors, LLC | 900 | $63.2K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 885 | $62.2K | 0.05% | +61+7.4% | Added |
| West Branch Capital LLC | 881 | $61.9K | 0.03% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 875 | $61.5K | 0.03% | +875 | New |